| Boatright Capital Management |
1420 E Chapman Ave, Orange, CA 92866 |
|
71470xxxx5 |
bre*****@f*********.com |
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| Jorey Bernstein Private Wealth Management |
660 Newport Center Dr Suite 470, Newport Beach, CA 92660 |
|
31096xxxx9 |
jor**@b*****************************.com |
5 |
3 |
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| Daniel Ketchum - Raymond James |
225 E Memory Ln, Santa Ana, CA 92705 |
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94938xxxx5 |
aar************@r***********.com |
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17483 |
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18000 |
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| Voorhees Wealth Management Group |
520 Newport Center Dr, Newport Beach, CA 92660 |
|
94925xxxx5 |
dya**@s*****.com |
5 |
1 |
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| Ulivi Wealth Management |
369 S Glassell St, Orange, CA 92866 |
|
71477xxxx0 |
con****@c*************.com |
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| Advanced Planning Wealth Management Group |
4770 Campus Dr Ste 210, Newport Beach, CA 92660 |
|
94950xxxx0 |
ada*@t*********.org |
4.7 |
15 |
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53 |
9 |
56 |
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| Luminate Wealth Management and Insurance Services |
18575 Jamboree Rd #400, Irvine, CA 92612 |
|
94962xxxx7 |
alb************@n*.com |
5 |
3 |
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| Lifestyle Financial Services |
200 Sandpointe Ave Ste 160, Santa Ana, CA 92707 |
|
80083xxxx0 |
aha****@f****.com |
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| Wealth Management Solutions, Llc |
4000 Macarthur Blvd Ste 600, Newport Beach, CA 92660 |
|
94947xxxx0 |
inf*@w******.com |
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58 |
4 |
62 |
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| Acuity Advisors |
6 Hutton Centre Dr #860, Santa Ana, CA 92707 |
|
71444xxxx3 |
cho****@a*************.com |
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| Confluence Wealth Management Group - Ameriprise Financial Services, LLC |
780 Roosevelt Ste 214, Irvine, CA 92620 |
|
90939xxxx9 |
dns*****@a***.com |
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| Atlas Wealth Group |
2230 W Chapman Ave, Orange, CA 92868 |
|
94935xxxx3 |
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| JMB Financial Managers |
6 Hutton Centre Dr # 1280, Santa Ana, CA 92707 |
|
94925xxxx4 |
inf*@j*********.com |
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| Spectrum Wealth Management Llc |
9911 Irvine Center Dr STE 100, Irvine, CA 92618 |
|
94959xxxx1 |
ben@s********************.com |
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| Debt America |
3100 S Harbor Blvd Suite 250, Santa Ana, CA 92704 |
|
71436xxxx1 |
aed***@d*********.com |
4.3 |
6 |
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930 |
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| Sterling Wealth Partners |
17332 Irvine Blvd Ste 130, Tustin, CA 92780 |
|
71459xxxx5 |
aha****@f****.com |
5 |
8 |
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179 |
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184 |
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| Jerris Wealth Management Group |
5 Corporate Park #270, Irvine, CA 92606 |
|
94986xxxx7 |
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| Cardinal Point Wealth Management, LLC |
19200 Von Karman Ave, Irvine, CA 92612 |
|
94991xxxx4 |
bra*****@c******************.com |
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| Compak Asset Management |
1801 Dove St, Newport Beach, CA 92660 |
|
80038xxxx0 |
bra*@c*****.com |
3.6 |
10 |
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| Gomberg McQuilkin Wealth Management Group |
701 S Parker St, Orange, CA 92868 |
|
71449xxxx6 |
jod**@g**********************.com |
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| David Tipple - Financial Advisor |
12976 Main St, Garden Grove, CA 92840 |
|
71446xxxx4 |
aab****@b************.com |
1 |
1 |
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40844 |
177 |
41000 |
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| Ellis Advisory Group |
14841 Yorba St, Tustin, CA 92780 |
|
71454xxxx2 |
bon**@s***********.com |
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| Tempus Wealth Planning |
100 Spectrum Center Dr Suite 1070, Irvine, CA 92618 |
|
94939xxxx5 |
cca****@t*******.com |
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108 |
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108 |
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| Emerald Wealth Management, Inc. |
5000 Birch St suite 3000, Newport Beach, CA 92660 |
|
71433xxxx4 |
jan*****@e****************.com |
5 |
2 |
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| Tustin Centre Wealth Advisors |
1551 N. Tustin Ave Tustin Centre, Santa Ana, CA 92705 |
|
71440xxxx1 |
ada*********@w*****************.com |
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| Brezden Wealth Advisors |
18400 Von Karman Ave STE 400, Irvine, CA 92612 |
|
94947xxxx7 |
inf*@b********************.com |
5 |
1 |
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| Secura Financial Planning & Wealth Management |
333 City Blvd W # 2050, Orange, CA 92868 |
|
71470xxxx6 |
bi**@s*******.com |
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27 |
3 |
30 |
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| Certus Wealth Advisors |
2040 Main St #175, Irvine, CA 92614 |
|
94986xxxx3 |
cl**@c*******************.com |
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| Clarity Wealth Management |
16440 Bake Pkwy #100, Irvine, CA 92618 |
|
94957xxxx3 |
ant***************@c************.net |
5 |
2 |
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150 |
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180 |
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| Liang & Quinley Wealth Management |
7700 Irvine Center Dr #540, Irvine, CA 92618 |
|
94974xxxx8 |
chr**********@l**.com |
5 |
3 |
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| Blue Trust | Orange County Financial Advisors |
20 Pacifica suite 560, Irvine, CA 92618 |
|
94940xxxx0 |
aar********@b********.com |
5.014 |
14 |
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458 |
13 |
458 |
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| Ambassador Wealth Management |
5101 E La Palma Ave #100b, Anaheim, CA 92807 |
|
71467xxxx1 |
bem*****@a***************.com |
5 |
4 |
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234 |
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| Life Design Financial & Insurance Services |
500 N State College Blvd Suite #1100, Orange, CA 92868 |
|
71473xxxx1 |
inf*@m*********************.com |
5.023 |
23 |
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| Golden State Wealth Management |
201 Sandpointe Ave #460, Santa Ana, CA 92707 |
|
86627xxxx3 |
aha****@f****.com |
4.2 |
5 |
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54 |
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56 |
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| Specialized Wealth Management |
2522 Chambers Rd #100, Tustin, CA 92780 |
|
87731xxxx8 |
chr**@s****************.com |
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| Melissa To - Morgan Stanley |
2677 N Main St # 1000, Santa Ana, CA 92705 |
|
71464xxxx0 |
acc**********@e**********.com |
4.4 |
5 |
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93388 |
|
109000 |
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| Merrill Lynch Wealth Management |
5640 E Santa Ana Canyon Rd, Anaheim Hills, CA 92807 |
|
71492xxxx5 |
adm**@b**.com |
5 |
1 |
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| Barlow Linda A |
2700 N Main St #850, Santa Ana, CA 92705 |
|
71495xxxx2 |
aha****@f****.com |
4.8 |
6 |
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| Wilson Financial Advisors |
12419 Lewis St #202, Garden Grove, CA 92840 |
|
71420xxxx0 |
cyn****@w**********************.com |
5 |
1 |
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| EP Wealth Advisors |
18301 Von Karman Ave #1050, Irvine, CA 92612 |
|
94926xxxx0 |
ab@e*******.com |
5 |
1 |
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1162 |
28 |
1200 |
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| Prescott Tax & Wealth Management |
30950 Rancho Viejo Rd #100, San Juan Capistrano, CA 92675 |
|
94924xxxx5 |
ari****@p**********.com |
4.6 |
20 |
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| Michael Alarcon - Financial Professional |
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|
31065xxxx1 |
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5 |
1 |
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| Principal Financial Group |
575 Anton Blvd #900, Costa Mesa, CA 92626 |
|
65726xxxx0 |
a.s****@p********.com |
3.5 |
4 |
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277 |
9 |
285 |
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| Sun Life Financial |
3611 Harbor Blvd # 150, Santa Ana, CA 92704 |
|
71454xxxx5 |
aar***************@s******.com |
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| Financial Connections |
1801 Park Court Place Building F #104, Santa Ana, CA 92701 |
|
71454xxxx4 |
aha****@f****.com |
4.931 |
31 |
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| Charles Schwab |
2825 Main St, Irvine, CA 92614 |
|
94995xxxx9 |
app*******************@s*****.com |
4.3 |
13 |
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| OWL Wealth Management - Ameriprise Financial Services, LLC |
2 Park Plaza Ste 1100, Irvine, CA 92614 |
|
94986xxxx0 |
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| South Coast Investment Advisors |
4041 MacArthur Blvd # 240, Newport Beach, CA 92660 |
|
87792xxxx2 |
chr**@s***************.com |
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79 |
3 |
79 |
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| Royal Alliance Associates Inc |
1811 E Garry Ave, Santa Ana, CA 92705 |
|
94985xxxx0 |
adi**@r************.com |
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3051 |
29 |
3600 |
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| Provence Wealth Management Group |
18101 Von Karman Ave, Irvine, CA 92612 |
|
94922xxxx0 |
all**@p***.com |
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| Advanced Planning Wealth Management |
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|
94950xxxx0 |
adm**@t*********.org |
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| Knightsbridge Wealth Management |
450 Newport Center Dr # 630, Newport Beach, CA 92660 |
|
94964xxxx4 |
bmc*******@k*******.com |
4.4 |
7 |
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| NWF Advisory / Hagler Financial Services |
461 S Glassell St Suite A, Orange, CA 92866 |
|
71463xxxx0 |
afr********@n**********.com |
3 |
1 |
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|
84 |
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| Benchmark Wealth Management |
2300 E Katella Ave #400, Anaheim, CA 92806 |
|
71463xxxx3 |
ben******@l**.com |
|
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|
125 |
|
122 |
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| Edelman Financial Engines |
600 Anton Blvd #1750, Costa Mesa, CA 92626 |
|
83375xxxx3 |
a.b*****@e**********************.com |
1 |
1 |
|
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|
18769 |
23 |
20000 |
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| Raymond James Financial Services |
3 MacArthur Pl # 750, Santa Ana, CA 92707 |
|
71470xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
17595 |
|
19000 |
|
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| RBC Wealth Management Branch - Newport Beach |
610 Newport Center Dr Suite 900, Newport Beach, CA 92660 |
|
94972xxxx1 |
rbc*********@r**.com |
1 |
1 |
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| Dare2Dream |
3401 W Sunflower Ave STE 100, Santa Ana, CA 92704 |
|
71447xxxx3 |
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| Hallin Financial Services |
1801 Parkcourt Pl E-101, Santa Ana, CA 92701 |
|
71420xxxx9 |
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| Peggy Reid, MBA, CFS - Cetera |
17500 Red Hill Ave #230, Irvine, CA 92614 |
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peg*******@c*************.com |
5 |
1 |
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| Apriem Advisors |
19200 Von Karman Ave #1050, Irvine, CA 92612 |
|
94925xxxx8 |
and***@a*****.com |
5 |
2 |
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284 |
37 |
314 |
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| Walden Wealth Management, LLC |
2082 Michelson Dr Ste 103, Irvine, CA 92612 |
|
94982xxxx7 |
arl***@w**************.com |
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| TENNYSON WEALTH MANAGEMENT |
600 Anton Blvd 11th Fl, Costa Mesa, CA 92626 |
|
71439xxxx6 |
rog**@t*********.com |
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| Crestbridge Financial |
201 E Sandpointe Ave, Santa Ana, CA 92707 |
|
94961xxxx8 |
csr****@c*******************.com |
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| Pacific Investment Research |
942 E Chapman Ave, Orange, CA 92866 |
|
71473xxxx8 |
chi**@p************************.com |
5 |
1 |
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506 |
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| Grace Wealth Management Group, Inc. |
19782 MacArthur Blvd #320, Irvine, CA 92612 |
|
94963xxxx0 |
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| Wealth Management Strategies |
2050 Main St #520, Irvine, CA 92614 |
|
94983xxxx2 |
acg********@w********.com |
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| CS TOMASI Wealth Management |
949 S Coast Dr #250, Costa Mesa, CA 92626 |
|
56249xxxx8 |
bel**@c*******.com |
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| Johny Makhijani - Financial Advisor, Ameriprise Financial Services, LLC |
14771 Plaza Dr Ste M, Tustin, CA 92780 |
|
94925xxxx2 |
cry************@a***.com |
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126 |
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137 |
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| Pinnacle Strategies Insurance and Financial Services, LLC |
211 W Warner Ave, Santa Ana, CA 92704 |
|
71426xxxx1 |
bro**@c*******.com |
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| Wealth Teams Solutions |
15520 Rockfield Blvd, Irvine, CA 92618 |
|
87728xxxx8 |
aar**@w***********.com |
5 |
1 |
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| M&M Wealth Associates |
2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704 |
|
71449xxxx5 |
aha****@f****.com |
5 |
18 |
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293 |
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354 |
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| Providence Wealth Management Group - Ameriprise Financial Services, LLC |
2600 Michelson Dr #1460, Irvine, CA 92612 |
|
94925xxxx0 |
dns*****@a***.com |
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| L2 Financial |
17852 17th St #201, Tustin, CA 92780 |
|
94958xxxx1 |
inf*@l****.com |
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| Sullivan Wealth Management Group |
895 Dove St #300, Newport Beach, CA 92660 |
|
85547xxxx2 |
bra**********@s**********.com |
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| Financial Strategies - Wealth Management Group |
6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707 |
|
71436xxxx4 |
aha****@f****.com |
5 |
1 |
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| JCV Wealth Management |
17541 17th St Suite 203, Tustin, CA 92780 |
|
94970xxxx0 |
con****@j********.com |
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346921 |
6249 |
349000 |
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| Esquivel Financial Services |
2677 N Main St Suite 825, Santa Ana, CA 92705 |
|
71483xxxxxxx3 |
joh******@e************************.com |
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| Provence Wealth Management Group |
9481 Irvine Center Dr, Irvine, CA 92618 |
|
94922xxxx0 |
all**@p***.com |
5 |
1 |
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| Cooke Wealth Management, LLC |
18881 Von Karman Ave Suite 1420, Irvine, CA 92612 |
|
94972xxxx0 |
bar****@c******.com |
5 |
2 |
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112 |
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| William Stauffer - Morgan Stanley |
2677 N Main St # 1000, Santa Ana, CA 92705 |
|
71464xxxx4 |
acc**********@e**********.com |
5 |
1 |
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93388 |
|
109000 |
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| Robert Foley - Raymond James |
17542 17th St #110, Tustin, CA 92780 |
|
71461xxxx6 |
aar************@r***********.com |
5 |
2 |
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17595 |
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19000 |
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| Spinnaker Investment Group, LLC |
4100 MacArthur Blvd STE 120, Newport Beach, CA 92660 |
|
94939xxxx0 |
and***@s**********.com |
4.2 |
5 |
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623 |
69 |
647 |
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| Baldwin Meza Wealth Management of Raymond James |
660 Newport Center Dr Suite 450, Newport Beach, CA 92660 |
|
94973xxxx5 |
aar************@r***********.com |
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17533 |
|
18000 |
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| James Owens - Morgan Stanley |
2677 N Main St # 1000, Santa Ana, CA 92705 |
|
71464xxxx5 |
acc**********@m************.com |
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| Stauffer Brizzolara Group - Morgan Stanley |
2677 N Main St Ste 10THFL, Santa Ana, CA 92705 |
|
71464xxxx2 |
acc**********@m************.com |
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| Becker Wealth Management LLC |
19800 MacArthur Blvd #300, Irvine, CA 92612 |
|
94972xxxx5 |
ste****@b************************.com |
5 |
1 |
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| Institutional Wealth Consultants |
1851 E 1st St #900, Santa Ana, CA 92705 |
|
71461xxxx5 |
mar******@w*******.com |
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| Edward Jones - Financial Advisor: Lee Norton, RICP®|AAMS™ |
17822 17th St Suite 405, Tustin, CA 92780 |
|
71483xxxx6 |
a.j*********@e**********.com |
5 |
1 |
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90393 |
|
104000 |
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| Merrill Lynch Wealth Management |
4500 Barranca Pkwy, Irvine, CA 92604 |
|
94978xxxx3 |
aas***********@m*.com |
1 |
1 |
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176 |
12 |
236 |
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| StrateFi Wealth Management |
18881 Von Karman Ave Suite 410, Irvine, CA 92612 |
|
94934xxxx1 |
dou*@s*************.com |
5 |
21 |
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352 |
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345 |
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| Newport Wealth Advisors |
4695 MacArthur Ct #1100, Newport Beach, CA 92660 |
|
87769xxxx7 |
bwe***@n********************.com |
3.5 |
6 |
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| Merrill Lynch Wealth Management |
100 Spectrum Center Dr, Irvine, CA 92618 |
|
94985xxxx0 |
ale*********@m*.com |
4 |
4 |
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| Fellows Wealth Management |
100 Spectrum Center Dr #900, Irvine, CA 92618 |
|
94937xxxx6 |
geo**@f**********************.com |
4 |
1 |
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| Legacy Wealth Management |
1432 Edinger Ave, Tustin, Ca 92780 |
|
71423xxxx0 |
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| Rodriquez Wealth Management |
4340 Von Karman Ave Suite 101, Newport Beach, CA 92660 |
|
94968xxxx1 |
cat**@r**********.com |
5 |
1 |
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| Newport Beach Wealth Management |
120 Newport Center Dr, Newport Beach, CA 92660 |
|
94943xxxx4 |
aar************@r***********.com |
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|
17448 |
|
18000 |
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| U.S. Bancorp Investments - Financial Advisors: John Chipian |
500 S Main St, Orange, CA 92868 |
|
71436xxxx1 |
aar************@u*****.com |
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|
345723 |
5925 |
349000 |
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| Ovisto Wealth Management |
2050 Main St Suite 1300, Irvine, CA 92614 |
|
94982xxxx1 |
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| Amy Nitao & FFS Associates |
2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704 |
|
71436xxxx9 |
nro****@b*****.com |
5 |
15 |
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| Churchill Management Group - North Tustin |
12241 Newport Ave # 101, North Tustin, CA 92705 |
|
94991xxxx8 |
ach*@c******************.com |
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221 |
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| Irvine Wealth Management |
9870 Research Dr, Irvine, CA 92618 |
|
94978xxxx8 |
|
5 |
10 |
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| Wealth Management Solutions. LLC |
East Tower, 4000 MacArthur Blvd, Newport Beach, CA 92660 |
|
94947xxxx0 |
inf*@w******.com |
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58 |
4 |
62 |
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| PRATTES Wealth Partners |
|
|
94927xxxx3 |
inf*@p************.com |
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| Wealth Management Group |
18201 Von Karman Ave, Irvine, CA 92612 |
|
94975xxxx1 |
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| Frehner Wealth Management |
300 Spectrum Center Dr Suite 920, Irvine, CA 92618 |
|
94963xxxx1 |
adm**@f************.com |
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| Wealth Coast - Wealth Management and Insurance Solutions |
18575 Jamboree Rd #200, Irvine, CA 92612 |
|
94986xxxx0 |
che***********@n*.com |
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138 |
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| Orange Capital Management |
333 S Anita Dr #700, Orange, CA 92868 |
|
71463xxxx1 |
aar************@u*****.com |
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| Eden Financial |
|
|
94980xxxx5 |
nyc***@e************.co |
5 |
10 |
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| Sunpath Financial |
3333 Michelson Dr #300, Irvine, CA 92612 |
|
94964xxxx9 |
525*************************************@w*****************.com |
5.07 |
7 |
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| First American Trust |
5 First American Way, Santa Ana, CA 92707 |
|
87790xxxx8 |
acc**********@f******.com |
3.8 |
4 |
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| Wealth Tutor |
201 Sandpointe Ave #228, Santa Ana, CA 92707 |
|
94922xxxx0 |
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| Apex Financial Services Group |
500 N State College Blvd Suite #1100, Orange, CA 92868 |
|
71491xxxx6 |
adm**@a******.com |
4 |
4 |
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| Mike Valiente - Legacy & Wealth Finacial Advisors |
300 Spectrum Center Dr #400, Irvine, CA 92618 |
|
94952xxxx5 |
imp******@g****.com |
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| Crown Wealth Management |
2900 Bristol St Suite B-106, Costa Mesa, CA 92626 |
|
71496xxxx0 |
aka**@c******.com |
5 |
1 |
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| Barlow Linda A |
2700 N Main St, Santa ANA, CA 92705 |
|
71495xxxx2 |
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| Clearview Wealth Management, LLC |
4 Venture suite 120, Irvine, CA 92618 |
|
94933xxxx4 |
abd******@c***********.com |
5 |
10 |
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114 |
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114 |
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| MILE Wealth Management |
100 Spectrum Center Dr suite 900, Irvine, CA 92618 |
|
94944xxxx0 |
inf*@m*********.com |
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| Wealth Enrichment Advisors |
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aff*******@w***********************.com |
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| Stauffer Brizzolara Group - Morgan Stanley |
2677 N Main St # 1000, Santa Ana, CA 92705 |
|
71464xxxx2 |
acc**********@m************.com |
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| Wealth Management Services Inc |
15771 Grey Oaks St, Westminster, CA 92683 |
|
71479xxxx9 |
inf*@w****.com |
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| Daniel Roberts, MSFS |
603 N Parkcenter Dr #104, Santa Ana, CA 92705 |
|
71466xxxx5 |
aar************@u*****.com |
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| Tri-Circle Financial Strategies |
1633 E 4th St #216, Santa Ana, CA 92701 |
|
71456xxxx2 |
acc**********@e**********.com |
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93388 |
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109000 |
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| First Command Financial Advisor - Joe Knutsen |
12419 Lewis St #104, Garden Grove, CA 92840 |
|
71470xxxx0 |
abe***@f***********.com |
5 |
1 |
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58 |
3 |
62 |
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| Cano Wealth Management, Inc. |
1100 Town and Country Rd Suite 1250, Orange, CA 92868 |
|
71449xxxx4 |
aar************@u*****.com |
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| Zack Farooquee - Wealth Financial Advisor |
701 E 1st St, Tustin, CA 92780 |
|
65723xxxx5 |
aab****@b************.com |
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| Mike Greene - Financial Advisor, Ameriprise Financial Services, LLC |
1313 W 17th St Ste C, Santa Ana, CA 92706 |
|
81829xxxx4 |
acc**********@e**********.com |
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93388 |
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109000 |
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| WEALTHRHINO |
2070 Business Center Dr STE 250, Irvine, CA 92612 |
|
94948xxxx4 |
inf*@w**********.com |
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| National Credit Partners |
1551 N Tustin Ave # 550, Santa Ana, CA 92705 |
|
88876xxxx8 |
fi@n*********************.com |
3.6 |
14 |
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147 |
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150 |
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| Morgan Stanley Financial Advisors |
2677 N Main St # 1000, Santa Ana, CA 92705 |
|
71483xxxx1 |
acc**********@m************.com |
4 |
3 |
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| IWM Financial, Inc. |
151 Yorba St #200b, Tustin, CA 92780 |
|
71441xxxx0 |
bra****@i***********.com |
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14 |
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16 |
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| Falcon Wealth Planning |
2030 Main St 13th floor, Irvine, CA 92614 |
|
85596xxxx6 |
aha****@f****.com |
5.076 |
76 |
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| Pence Wealth Management - Financial Advisors |
5000 Birch St #8000, Newport Beach, CA 92660 |
|
94966xxxx7 |
aay************@l**.com |
5 |
1 |
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37 |
1312 |
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| Vincent Brizzolara - Morgan Stanley |
2677 N Main St # 1000, Santa Ana, CA 92705 |
|
71464xxxx2 |
acc**********@m************.com |
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| Atlas Wealth Management Group, LLC |
2372 Morse Ave, Irvine, CA 92614 |
|
88847xxxx5 |
inf*@a*******.com |
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35 |
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| Upfront Advisor |
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94943xxxx4 |
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| Modern Wealth Advisors |
3200 Park Center Dr UNIT 260, Costa Mesa, CA 92626 |
|
94946xxxx9 |
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| Align Wealth Advisors |
24031 El Toro Rd Ste 210, Laguna Hills, CA 92653 |
|
94971xxxx5 |
inf*@a******************.com |
4.2 |
5 |
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53 |
7 |
58 |
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| BML Wealth Management |
2 Park Plaza #280, Irvine, CA 92614 |
|
94968xxxx5 |
ari***@b********.net |
5 |
3 |
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199 |
9 |
225 |
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| Merit Wealth Management - Ameriprise Financial Services, LLC |
14771 Plaza Dr, Ste M, Tustin, CA 92780 |
|
94925xxxx8 |
chr***************@a***.com |
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230 |
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232 |
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| First Command |
12419 Lewis St #104, Garden Grove, CA 92840 |
|
71470xxxx0 |
abe***@f***********.com |
5 |
51 |
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7596 |
218 |
7900 |
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| 21 West Wealth Management LLC |
2522 Chambers Rd #100, Tustin, CA 92780 |
|
94977xxxx1 |
inf*@2*******.com |
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| Barth Financial Advisors, LLC |
333 City Blvd W # 2050, Orange, CA 92868 |
|
71470xxxx6 |
den***@d*************.com |
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| South Coast Wealth Management |
4695 MacArthur Ct #1100, Newport Beach, CA 92660 |
|
94979xxxx7 |
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| Ali Bavarian - Raymond James |
225 E Memory Ln, Santa Ana, CA 92705 |
|
94938xxxx5 |
aar************@r***********.com |
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| Orange County Wealth Management |
19 Alevera St, Irvine, Ca 92618 |
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| Pacifica Wealth Advisors |
9870 Research Dr, Irvine, CA 92618 |
|
94930xxxx0 |
joh*@p*************.com |
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505 |
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513 |
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| Liberty Capital Management |
1811 E Garry Ave, Santa Ana, CA 92705 |
|
94972xxxx8 |
agr****@l****************.com |
5 |
4 |
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| Warren Street Wealth Advisors, LLC |
4041 MacArthur Blvd Suite 400, Newport Beach, CA 92660 |
|
71487xxxx0 |
bla**@w*****************.com |
5 |
15 |
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| Vanguard Capital Wealth Advisors |
2030 Main St, Irvine, CA 92614 |
|
94982xxxx0 |
inf*@v*****.com |
1 |
1 |
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| Integrity Wealth Management |
3991 MacArthur Blvd, Newport Beach, CA 92660 |
|
94995xxxx8 |
eve***@i***********.com |
5 |
2 |
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139 |
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146 |
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| Pinnacle Group Financial Services |
2224 E Santa Clara Ave, Santa Ana, CA 92705 |
|
71426xxxx1 |
ago*******@c*******.com |
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110 |
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| Dave Stauffer - Morgan Stanley |
2677 N Main St 10th, Santa Ana, CA 92705 |
|
71464xxxx4 |
acc**********@m************.com |
3.5 |
2 |
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| Wealth Management Associate - U.S. Bancorp Investments: Jonathan Narloch |
500 S Main St, Orange, CA 92868 |
|
56221xxxx8 |
aar************@u*****.com |
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| John Anthony Privitelli - Morgan Stanley |
2677 N Main St # 1000, Santa Ana, CA 92705 |
|
71464xxxx0 |
acc**********@m************.com |
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| Farther Advisors - Financial Planner Orange County |
742 E Chapman Ave, Orange, CA 92866 |
|
71441xxxx1 |
|
5 |
14 |
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| Retirement Planning Newport Beach | Miramontes Capital |
4701 Teller Ave, Newport Beach, CA 92660 |
|
80046xxxx5 |
ale******@m****************.com |
5 |
23 |
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| Wealth Financial Group West |
650 Town Center Dr #920, Costa Mesa, CA 92626 |
|
71461xxxx4 |
bro**@w*********.com |
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134 |
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134 |
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| Bright Wealth Advisors |
200 Spectrum Center Dr STE 300, Irvine, CA 92618 |
|
94927xxxx4 |
hen**@b*******************.com |
5 |
4 |
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164 |
|
164 |
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| Money Managers Inc. Financial Advisor |
438 E Katella Ave, Orange, CA 92867 |
|
71488xxxx0 |
b.p@o**************.com |
5 |
1 |
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| LA Wealth Management |
3200 Park Center Dr fl 14, Costa Mesa, CA 92626 |
|
31098xxxx2 |
car*****@l*****************.com |
5 |
4 |
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| Laguna Pacific Wealth Management Group - Morgan Stanley |
1901 Main St #700, Irvine, CA 92614 |
|
94995xxxx6 |
acc**********@m************.com |
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| Mosley Wealth Management |
2401 E Katella Ave #270, Anaheim, CA 92806 |
|
71442xxxx8 |
inf*@m*********************.com |
4.9 |
33 |
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| TSG Wealth Management - Irvine |
18800 Von Karman Ave Suite B, Irvine, CA 92614 |
|
94950xxxx0 |
all************@t****.com |
|
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215 |
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| Edward Jones - Financial Advisor: Nick Garl, CFP®|CEPA®|AAMS™ |
18002 Irvine Blvd UNIT 102, Tustin, CA 92780 |
|
71468xxxx1 |
a.j*********@e**********.com |
|
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|
90392 |
|
104000 |
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| Hall Wealth Management Group |
9481 Irvine Center Dr, Irvine, CA 92618 |
|
94922xxxx1 |
a.h***@h*******.com |
5 |
3 |
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| Global Wealth Management |
18111 Von Karman Ave Ste 424, Irvine, CA |
|
|
gwm*******@c*************.com |
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| Heritage Planning Financial Group, Inc. |
600 N Tustin Ave # 120, Santa Ana, CA 92705 |
|
71483xxxx5 |
bra****@h***.net |
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| BNG Wealth Advisors |
16755 Von Karman Ave Suite 200C, Irvine, CA 92606 |
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94939xxxx1 |
bal*******@l**.com |
5 |
3 |
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213 |
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214 |
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| Global Wealth Management |
18111 Von Karman Ave Ste 424, Irvine, CA 92612 |
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94943xxxx8 |
gwm*******@c*************.com |
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| PacificView Wealth Management |
19200 Von Karman Ave #400, Irvine, CA 92612 |
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94962xxxx4 |
ala**@p************.com |
5 |
3 |
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4 |
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15 |
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| Tustin Centre Wealth Advisors |
1551 N Tustin Ave #100, Santa Ana, CA 92705 |
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88833xxxx7 |
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| Financial Advisors Network |
1432 Edinger Ave #200, Tustin, CA 92780 |
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71459xxxx0 |
aha****@f****.com |
4.813 |
13 |
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261 |
6 |
261 |
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| Kanani Advisory Group |
16510 Bake Pkwy #100, Irvine, CA 92618 |
|
94950xxxx1 |
clo***@k******************.com |
4.5 |
30 |
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| Independent Capital Management - An Orange County Financial Advisor |
695 Town Center Dr # 530, Costa Mesa, CA 92626 |
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94945xxxx0 |
a.a@i***********.com |
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13000 |
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| Keep It Simple Financial Planning |
333 City Blvd W # 1700, Orange, CA 92868 |
|
87769xxxx5 |
aha****@f****.com |
5 |
10 |
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2522 |
5 |
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| Sun Group Wealth Partners |
17500 Red Hill Ave STE 140, Irvine, CA 92614 |
|
94962xxxx0 |
ang***@s*********.com |
5.05 |
5 |
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1800 |
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| Wyper Wealth Management |
17671 Irvine Blvd Suite 115, Tustin, CA 92780 |
|
71479xxxx1 |
jos***@w********************.com |
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| WestPac® Wealth Partners (Orange County) |
949 S Coast Dr Suite 220, Costa Mesa, CA 92626 |
|
94927xxxx0 |
aar***********@w************.com |
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54337 |
39 |
104000 |
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| James Barr - Raymond James |
17220 Newhope St STE 216, Fountain Valley, CA 92708 |
|
71470xxxx5 |
aar************@r***********.com |
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17483 |
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18000 |
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| McCarthy Wealth Management |
3300 Irvine Ave # 310, Newport Beach, CA 92660 |
|
71424xxxx1 |
inf*@m**********.com |
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278 |
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295 |
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| Hobert Wealth Management |
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660 |
|
87777xxxx4 |
hob*****@h*********************.com |
5 |
1 |
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| Cole & Company Wealth Management, Inc |
1420 E Chapman Ave, Orange, Ca 92866 |
|
71470xxxx5 |
dar**@d********.com |
5 |
1 |
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